Are you ready to plan for your future?

If you're looking for straightforward advice from a caring and competent financial planner, you've come to the right place. We’ll help you make prudent decisions toward growing and maintaining your wealth.

Burgess Financial Planning exists to help you develop a plan of action and make smart financial decisions for your future. We start with a one-hour planning session where we'll cover a lot of ground. We'll discuss your goals, investment strategy, insurance needs, and any burning financial planning questions you may have. Following our session you'll have specific action items to move your financial life forward.

Require a minimum level of assets in order for us to work together. We serve clients with $10K to $10M in assets.

Provide specific tax or legal advice (referrals gladly given).

Offer a free intro meeting. We get right to work.

Process﻿1. Pre-meeting Preparation

Upon booking your session, you'll get a small amount of homework to prepare before we meet (read your confirmation email!). This includes a questionnaire that will help you organize your thoughts so we can make the most of our time together.

2. Planning Meeting

We'll discuss your financial goals, review your current situation and talk about ways to meet your objectives. The goal of our session is to develop an action plan that is agreeable, realistic and easy to follow.

$480 for our initial planning engagement (up to a one-hour meeting followed by a concise written action plan).

Investment management services are offered on a case-by-case basis under a separate arrangement.

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When you're ready to schedule a planning session, please do so right here:burgessfinancial.genbook.comPlease note: At this time, only video / web meetings are available for planning sessions and my schedule is booked several weeks out.